Inbox
Last updated
Last updated
This is the official documentation of Forest Admin Cloud.
The Inbox feature efficiently distributes tasks among team members based on their workload and expertise, improving the efficiency of your workflows.
To create an inbox in Forest Admin, navigate to the Collaboration tab and enable the Layout Editor mode. In the left navbar, you'll find an "Inboxes" section where you can create a new one.
An inbox is always based on a segment of a collection. In this example, we will create an inbox based on the Documents collection and the Waiting for Validation segment, which contains all the documents that have not been verified yet.
After creation, click on "Start processing" to automatically allocate it to the next task, which in this example involves verifying a document.
You will then be redirected to the record view where you can verify the document and update the Is verified field, if necessary.
At the top, you will see a bar appear, indicating that you are currently processing a task from the inbox. By clicking on "Next ticket", you will be automatically assigned a new task, helping you in completing tasks efficiently.
